Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Roundtree is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Justin has been in the financial services industry for over 20 years and has a strong track record of helping clients achieve their financial goals. Justin is registered to provide investment advice in 51 states and the District of Columbia. Justin specializes in providing financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/05/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NY
12/21/2009 - 03/11/2013
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
11/04/2008 - 12/17/2009
J.H. DARBIE & CO., INC. (NEW YORK NY)
TX
06/16/2008 - 10/06/2008
FIRST LONDON SECURITIES CORPORATION (DALLAS TX)
TX
03/06/2006 - 06/12/2008
BARRON MOORE, INC. (DALLAS TX)
TX
04/17/2001 - 04/27/2006
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
IA
Issued 08/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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